When a task is registered in Zoho CRM, add it to Jira Software.

Try this Template

No items found.

■Overview

This flow adds a task to Jira Software when it is registered in Zoho CRM.

‍

■Recommended for‍

1. Those who manage sales tasks in Zoho CRM

・Sales department members using Zoho CRM

・Those managing tasks per customer in Zoho CRM

‍

2. Those who manage tasks in Jira Software

・Those utilizing Jira Software for project management

・Those manually adding Zoho CRM tasks to Jira Software

‍
■Benefits of using this template

By using Zoho CRM, you can simplify customer management and optimize sales activities.
However, if you are manually linking sales tasks registered in Zoho CRM to other tools for task management, it is inefficient.

This template allows tasks registered in Zoho CRM to be automatically added to Jira Software, streamlining manual work.
Tasks registered in Zoho CRM are quickly reflected, simplifying task registration and preventing input errors and omissions.

Additionally, by integrating with chat tools, you can immediately grasp tasks added to Jira Software, allowing for efficient task management.

‍

■Notes‍

・Please integrate both Zoho CRM and Jira Software with Yoom.

このテンプレートを試してみる

How to request materials and apply for a demo

Here

Here are some Similar Templates!

When the deal information in Zoho CRM is updated, update the deal information in board.

When the deal information in Zoho CRM is updated, the deal information registered on the board is also updated in this flow. The deal information on the board is updated in real-time according to the progress of the deal in Zoho CRM, eliminating the need for manual information updates and improving operational efficiency.

See details

When an account is created in Zoho CRM, add a record to kintone.

When an account is created in Zoho CRM, this flow adds a record to kintone. By automating the information linkage between Zoho CRM and kintone, manual data entry is no longer necessary, significantly improving operational efficiency and reducing human errors.

See details

When a deal is registered in Zoho CRM, create a case on the board.

When a deal is registered in Zoho CRM, this flow creates a new case in board. The integration of deal information between Zoho CRM and board is automated, eliminating the need for manual entry, which improves operational efficiency and reduces human errors.

See details

When an account is registered in Zoho CRM, send an email via Gmail after receiving approval.

When an account is registered in Zoho CRM, after receiving approval, it is linked to Gmail and an email is sent to the registered company. This flow is completed automatically, eliminating the need for manual work and improving operational efficiency.

See details

When a contact is registered in ZohoCRM, add the contact to Mailchimp.

When a contact is registered in ZohoCRM, this flow adds the contact to Mailchimp. The registration is done automatically based on the registered information, reducing manual effort and improving operational efficiency. Since the registration details are the same, it helps reduce input errors caused by manual entry.‍

See details

When a new lead is created in ZohoCRM, create a contact in HubSpot by integrating the two systems.

When a new lead is created in ZohoCRM, this flow integrates with HubSpot to create a new contact. It automatically completes the series of steps, eliminating the need for manual work and improving operational efficiency and reducing the risk of oversights.

See details

See all templates

What is Yoom hyperautomation?

Conventional RPA can only automate simple repetitive tasks, and the setup process was very complicated.
With “hyperautomation,” which combines various technologies such as AI, API, RPA, and OCR, it is possible to automate many tasks that could not be realized until now more easily than before.

Learn more about Yoom

Don't Just Connect Apps—Automate Everything

Most tools simply connect one app to another, leaving the complex tasks to you. Yoom goes much further: From document creation and browser automation to OCR and generative AI, Yoom handles it all seamlessly in one platform.

Why settle for basic integrations? Streamline your entire workflow with Yoom’s powerful hyperautomation.

Learn more about Yoom

About the Apps You Use

Zoho CRM

At Yoom, you can utilize the Zoho CRM API without any coding. For example, you can retrieve information from Zoho via the API and integrate it with other SaaS platforms or create documents. Additionally, you can sync Zoho's account and deal information with Yoom's database for various purposes.

Related apps

Zoho CRM

Templates using

View all related templates

Jira Software

Yoom allows you to utilize the Jira Software API without any code. For example, you can automatically register tasks and bugs via the API. By integrating with Github, you can easily synchronize Github issues with Jira.

Related apps